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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1026
WDL
Well Done LLC
Michigan
$62K $0 1 0.02% Maintained
1027
Ossiam
Ossiam
France
$61K +$72.8K 1 0% New
1028
PWP
Private Wealth Partners
California
$61K $0 1 0.01% Maintained
1029
1WA
180 Wealth Advisors
Washington
$60K +$3.51K 1 0.02% Increased
1030
PG
Prostatis Group
Maryland
$59.5K $0 1 0.07% Maintained
1031
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$59K +$75.2K 5 0.01% Increased
1032
AWM
Activest Wealth Management
Florida
$58K +$55.4K 2 0.02% Increased
1033
GA
GFS Advisors
Texas
$58K +$60.7K 1 0.01% New
1034
Montag & Associates
Montag & Associates
Georgia
$58K +$66.4K 2 0% Increased
1035
FWP
FAS Wealth Partners
Kansas
$57K +$74K 1 0.01% New
1036
DA
Denali Advisors
California
$56K -$9.15K 2 0.03% Reduced
1037
FFS
Founders Financial Securities
Maryland
$56K +$72.8K 1 0.01% New
1038
RIA
Realta Investment Advisors
Delaware
$55K -$15.9K 1 0.01% Reduced
1039
SCA
Snowden Capital Advisors
New York
$55K -$213K 1 0% Reduced
1040
ACS
Archford Capital Strategies
Illinois
$54K $0 1 0.01% Maintained
1041
AGP
Autumn Glory Partners
Texas
$54K +$69.6K 1 0.04% New
1042
GW & Wade
GW & Wade
Massachusetts
$54K +$56.5K 1 0% New
1043
NCA
New Century Advisors
Maryland
$54K +$8.29K 2 0.07% Increased
1044
Evercore Wealth Management
Evercore Wealth Management
New York
$53K $0 1 0% Maintained
1045
IA
Inspire Advisors
Idaho
$53K $0 1 0.01% Maintained
1046
Arax Advisory Partners
Arax Advisory Partners
Colorado
$52K +$748 4 0.01% Increased
1047
SCM
SOL Capital Management
Maryland
$52K $0 1 0.01% Maintained
1048
Krilogy Financial
Krilogy Financial
Missouri
$51K -$6.21K 1 0.01% Reduced
1049
CA
Continuum Advisory
Idaho
$50K $0 1 0.01% Maintained
1050
CB
CNB Bank
Pennsylvania
$49K +$63.3K 1 0.03% New